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Work orders that are in Do Not Service due to a Vacation Hold will now correctly display a work status of Vacation Hold instead of Credit Hold . ...
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Last Updated: 01/27/2026
in Accounts Home Accounts Screen
Pathway: Accounts > Search > Attachments Icon Create a Blanket Purchase Order for an account to bill recurring services, manual charges and on call orders to. Blanket Purchase Orders can be limited to a specific site under the account,...
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The Blanket Purchase Orders screen now includes Weight Limit , Weight Limit UOM , Volume Limit , and Volume Limit UOM . This allows you to set limits on how much can be charged under a purchase order, helping manage usage and prevent overages. ...
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To give scale operators better visibility into a customer’s purchase order usage and help prevent overages, four new columns have been added to the Purchase Orders screen: Weight Limit , Weight to Date , Volume Limit , and Volume to Date . These...
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A new Display Confirmation checkbox has been added to the Add Service Notes editor to display the note when an On Call or Inbound Order is created. ...
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Automatic payment processing has been updated so that when a payment succeeds and the remaining balance is below the configured minimum amounts for notifications to be sent, invoice emails and printing are disabled. Pathway: Setup > A...
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An issue has been resolved where site services were not loading when the first site viewed did not have any active services. ...
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Previously, clicking a PDF attachment name in the Work Order details would generate a browser error. This has been resolved, and PDF attachments now load correctly when accessed via the link. Attachments accessed through the paper clip icon were alr...
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Last Updated: 01/26/2026
in Setup Home Services
Pathway: Setup > Services > Service Code Service Codes identify the types of services offered under a Line of Business and populate for selection in the Service Code drop down field when adding a service to a site or a proposal. Setup he...
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Editing the material on a scale ticket now clears disposal values from any disposal charge code that does not match the selected material and sets the quantity on the matching disposal code. Pathway: Operations > Inbound / Outbound - Ad...